See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,653 | $153,772-53.4% | $133,980-46.5% | $273,961-73.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 8.23% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,197 | $6,029-63.6% | $5,211-57.9% | $4,869-54.9% |
| Participant deferral / active EE | $7,943 | $6,958+14.2% | $6,282+26.4% | $5,287+50.2% |
| Admin fee / account holder | $316 | $11,765-97.3% | $9,324-96.6% | $10,132-96.9% |